IAA

Independent Advisor Alliance Portfolio holdings

AUM $3.85B
1-Year Est. Return 28.17%
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$5.96M
3
+$5.49M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
FCX icon
Freeport-McMoran
FCX
+$4.89M

Top Sells

1
+$8.69M
2
+$5.56M
3
+$5.11M
4
BRO icon
Brown & Brown
BRO
+$4.95M
5
HD icon
Home Depot
HD
+$4.78M

Sector Composition

1 Technology 25.36%
2 Consumer Discretionary 13.58%
3 Industrials 12.19%
4 Financials 10.36%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$415K 0.03%
8,279
-506
377
$415K 0.03%
4,329
+54
378
$413K 0.03%
76,266
+2,735
379
$411K 0.03%
8,730
-3,278
380
$410K 0.03%
+1,361
381
$410K 0.03%
+6,371
382
$403K 0.03%
+8,124
383
$403K 0.03%
+8,260
384
$403K 0.03%
9,000
+485
385
$402K 0.03%
4,198
+35
386
$402K 0.03%
+19,820
387
$397K 0.03%
2,625
+53
388
$396K 0.03%
9,218
+1,073
389
$395K 0.03%
11,241
-1,325
390
$395K 0.03%
10,984
-395
391
$394K 0.03%
+3,096
392
$393K 0.03%
5,010
-1,485
393
$389K 0.03%
4,325
+645
394
$388K 0.03%
6,247
-465
395
$388K 0.03%
1,794
+12
396
$385K 0.03%
3,177
-54
397
$385K 0.03%
25,650
+2,000
398
$383K 0.03%
+3,000
399
$381K 0.03%
18,990
+1,095
400
$381K 0.03%
11,300
-1,465
14 15
16
17 18